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Invesco QQQ Trust

2,518 hedge funds and large institutions have $83.1B invested in Invesco QQQ Trust in 2023 Q3 according to their latest regulatory filings, with 172 funds opening new positions, 1,072 increasing their positions, 909 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
Holders Change %
0%
% of All Funds
40.15%
Holding in Top 10
548
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-4.2%
% of All Funds
8.74%
New
172
Increased
1,072
Reduced
909
Closed
139
Calls
$130B
Puts
$229B
Net Calls
-$99.5B
Net Calls Change
+$19.5B
Name Holding Trade Value Shares
Change
Shares
Change %
STA
876
Summit Trail Advisors
New York
$5M +$5M +13,924 New
BCM
877
Becker Capital Management
Oregon
$4.99M +$3.51M +9,784 +237%
LA
878
LexAurum Advisors
Kansas
$4.95M -$91.4K -255 -2%
YLHM
879
Yelin Lapidot Holdings Management
Israel
$4.95M +$4.95M +13,833 New
WHG
880
Westwood Holdings Group
Texas
$4.93M +$978K +2,730 +25%
FIS
881
Fischer Investment Strategies
California
$4.92M -$177K -493 -3%
PWG
882
Portside Wealth Group
Utah
$4.92M +$448K +1,249 +10%
SB
883
Strategic Blueprint
Georgia
$4.91M -$30.5K -85 -0.6%
MF
884
Meridian Financial
Massachusetts
$4.91M -$8.6K -24 -0.2%
ACA
885
Ascension Capital Advisors
Texas
$4.91M -$54.5K -152 -1%
WB
886
Webster Bank
Connecticut
$4.88M +$40.1K +112 +0.8%
PWMG
887
Pinnacle Wealth Management Group
Michigan
$4.88M +$75.2K +210 +2%
DWP
888
Destiny Wealth Partners
Florida
$4.87M -$520K -1,452 -10%
JEST
889
JTC Employer Solutions Trustee
Jersey
$4.86M
FCMC
890
Founders Capital Management (Connecticut)
Connecticut
$4.84M
AIM
891
Aurora Investment Managers
Florida
$4.84M +$51.6K +144 +1%
MA
892
Modus Advisors
Minnesota
$4.83M -$489K -1,366 -9%
CFB
893
Cullen/Frost Bankers
Texas
$4.83M +$12.2K +34 +0.3%
PCA
894
Pallas Capital Advisors
Massachusetts
$4.81M +$295K +845 +7%
RWA
895
Rainsberger Wealth Advisors
Colorado
$4.81M -$210K -586 -4%
CWMGP
896
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.8M -$124K -346 -3%
KFGK
897
Keystone Financial Group (Kentucky)
Kentucky
$4.8M +$429K +1,198 +10%
HIP
898
HUB Investment Partners
Texas
$4.76M -$138K -384 -3%
ARG
899
Advisory Resource Group
Oklahoma
$4.75M +$316K +881 +7%
CVM
900
Cheviot Value Management
California
$4.74M -$6.45K -18 -0.1%